Strive Asset Management’s Morgan Stanley MS Stock Holding History

Strive Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-216	Closed	-$34.3K	–	112
2025 Q3	$34.3K	Buy	+216	New	+$31.9K	0.02%	101

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strive Asset Management's MS Position: Q4 2025 in Review

Strive Asset Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 216 shares — an estimated $34.3K sold.

Strive Asset Management first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $34.3K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Strive Asset Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 216 Morgan Stanley shares in Q4 2025, an estimated $34.3K.
Strive Asset Management first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
Strive Asset Management's Morgan Stanley position peaked at $34.3K in Q3 2025.
2,528 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.